Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad McWhorter is a financial advisor currently registered with Hantz Financial Services, Inc., and has been in the industry since February 2020. Chad is a Certified Financial Planner who has obtained the Series 66, Series 7TO, and SIE licenses and is registered in 15 states, including Ohio and Rhode Island. Chad specializes in providing financial planning services to individuals, high-net-worth individuals, and charitable organizations. Chad provides services including financial planning, pension consulting, and selecting other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
10/31/2022 - Present
Hantz Financial Services, Inc. (WILLOUGHBY OH)
BOTH
Issued 06/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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